Self Service Screens - IN.gov · 2020. 6. 1. · ready to register as a new employer. On this screen you will need to enter your FEIN (Federal Employer Identification Number) to begin

Employer

SelfService Screens

This introduction provides a preview of the new Uplink Employer SelfService

screens.

Each page contains a screen picture showing a section of the new system.

The lower half of each page has text containing information about the screen.

This is a sampling of many of the main screens, but not all system screens.

Since some of screens you will be using will open in a second window we

recommend that browser popup blockers be turned off when using the Uplink

system.

Uplink Demo – Employer SelfService

Existing User Logon Screen

New Users Click Here

This is the logon screen for accessing the Uplink Employer SelfService System.

By providing a username and password, you can gain access to your account to

review and update your account information.

If you have already established an Uplink account, you can logon right away by

entering your Username and Password and clicking the ‘Logon’ button. If you

are a new user, click the ‘New User’ button, or the link on the navigation pane, to

start the account creation process.

The Important Information section at the top right portion of the screen will

provide you with information about the kinds of activities you can complete by

using the Employer SelfService System.

You will return to this screen again after logging off the Employer SelfService

system.

Uplink Helpful Hints ~

If you’ve forgotten your username or password, buttons are ‘up front and center’

to help you get answers. You can also click the ?Help button at the top right of

the screen for more information.


You will reach this screen when you click the ‘New User’ button on the Logon

screen. On this screen you are asked to register as a UI (unemployment

insurance) Employer or as an Agent. You are asked to make your selection from

the dropdown box choices using the list arrow.

Click on the ‘Yes’ button if you have never had an Uplink User ID but have an

existing DWD account number.


If you see an underlined word or phrase on the screen you can click on that text

to access the Help system and learn more about that term.


Registering as an Employer

Type and Tab From Field to Field

Creating a new Uplink user account starts with basic information such as a

personalized username, password, and security question.

Don’t forget to read and click the check box to Accept the User Agreement.

Now that you have created your user account, click on the ‘Next’ button to

advance to the logon screen and access your account.

Both employers and agents can register in Uplink. The following pages will

provide information for those registering as a UI Employer.


The orange asterisks * indicate required entry fields.


Progress Displayed

Need a FEIN?

You have reached this screen by logging on with your new User ID and are now

ready to register as a new employer. On this screen you will need to enter your

FEIN (Federal Employer Identification Number) to begin creating a new account.

If you need a new FEIN there is a link provided that will take you to the IRS

website. The entry of a FEIN is required prior to proceeding with the registration

process.


Notice the left navigation bar; the orange arrow lets you know which screen

you are working on, and your progress within each section.


Initial Qualifying Questions = Yes/No

On this screen you are asked several qualifying questions to determine which

type of account you need to establish. You select the ‘Yes/No’ buttons to provide

your answers. Please answer all that apply to your business or organization. If

none of the questions apply to your business you can advance to the next screen

by clicking on the ‘Next’ button.

Based on your answers the Uplink system may ask you additional questions

related to your registration.


The left navigation bar gives you a topic preview of the upcoming screens.


Additional qualifying questions are asked on this screen to make sure you meet

the requirements to register for a new account.

Please select ‘Yes’ to the first scenario which applies to your business or

organization (only respond to one scenario).

The phrase ‘payroll began’ refers to the payroll period in which the qualifying

event occurred, not the first date wages were paid.


Click on the Contact link at the top right of the screen to access helpful DWD

telephone numbers.


Select Your Business Type

On this screen you will enter legal information about your business or

organization. You are also asked to enter information about your primary mailing

address.


You may click on the calendar icon to select your dates instead of entering them

manually.


This screen allows you to assign a correspondence agent as your representative

to receive employer correspondence relating to appeals, benefits, and/or tax from

the Indiana Department of Workforce Development.

Clicking on the ‘Agent Details Search’ link allows you to choose from a list of

agents registered with the state. Once you select and assign an agent they are

added to the Correspondence Agents section of the screen.

You can only pick an agent from the list of available agents. If your agent is not

on the list, the agent must go into the ESS system and register themselves as an

agent. Once they are registered you will be able to select them from the list.

You can continue with the registration process without assigning an agent by

clicking on the ‘Next’ button.


Click on the Resources link at the top right of the screen to access helpful links

relating to unemployment insurance.


Click ‘Edit’ Buttons to Make Changes

Print for Reference

Certification is an important part of your registration process. On this screen you

must review all of the information you entered and then click the check box to

certify the information is correct. This screen will only be seen by you when you

first register.

If changes to the information you have entered are necessary, you can click on a

section ‘Edit’ button which will return you to the screen you wish to correct. Upon

completing your changes and clicking the ‘Next’ button you will be returned to

this screen showing the updated information.

You should print your certification page before submitting your registration. The

‘Print’ button is located at the top right of the registration summary area.

Once you have checked your information and certified it is correct you may click

on the ‘Submit Registration’ button. There is also a ‘Cancel’ button located here

if you wish to return at a later time to submit your registration.

Once you have submitted your registration you will see a confirmation screen.

This will complete your new registration process.


Dates should be entered using the MM/DD/YYYY format.


Once you complete your registration process you can file your quarterly reports

in the Uplink system.

By selecting the Quarterly Reporting menu item you will see this screen. You

may use the option buttons to select the report you would like to complete. You

can file both the wage and contribution reports at the same time. If you file only

the wage report and need to later file the contribution report you must select the

contribution report only option to complete that report.

Selecting ‘No Wages to Report’ takes you directly to a certification screen.

You also have the option to upload your wage report using your own file. Only

one quarter may be uploaded at a time.

You can click cancel to back out of this screen.


You cannot file an amended report online once a report has been filed. Contact

must be made with DWD at that point for assistance.


This is the screen you will see when selecting the Wage Report Only option on

the previous screen.

There are buttons on the right side of the screen which allow you to ‘Add’ or

‘Delete’ employees and wage information. There is also a ‘Delete all’ button

which allows you to choose all rows of data at one time. If you have an

employee who is no longer with your business and/or there are no wages to be

reported for that quarter you can choose to delete that employee's record for the

quarter by clicking the checkbox on the left of the employee’s information line

and clicking the ‘Delete’ button on the Wage Report Details screen.

If you are adding employees to the list, do it prior to entering wages for existing

employees.


Clicking on the ‘Update’ button provides an immediate revised sum of total gross

wages and of total taxable wages.


On the previous page you can click on the ‘Add’ button which allows you to add

new wages records. You may then add the new records by entering the required

employee and wage information.

After entering all wages, clicking the ‘Add’ button returns you to the Wage Details

screen.

The ‘Cancel’ button will clear your information and return you to the Wage Details

screen.


No spaces or hyphens are necessary when entering the employee social security

number.


Once you have completed your wage report you will see this screen where you

are asked to certify the information listed in the report summary is correct by

clicking on the check box at the top of the screen.

You should then click on the ‘Submit Report’ button to accept and submit your

report for that quarter.

There is a ‘Print’ button on the right portion of the pane which allows you to print

your report summary and certification.

Prior to submitting, changes to the quarterly report may be made from this screen

by clicking the ‘Edit’ button to the right of the Employee Wages label.


Clicking on the ‘Cancel’ button will clear your entire report.


The wage report confirmation screen provides you with instant feedback that

your report has been submitted, and provides you with a confirmation number. It

also provides a summary of the report information.

Click on the ‘File Contribution Report’ button to move to the Contribution Report

menu item and begin the process of filing that report. There is also a ‘Make a

Payment’ button which will take you to the payment process.

Click on the ‘Print’ button to print a copy of this page.


Click on the ‘Make a Payment’ button to immediately make a payment for the

quarter just entered.


This is the Contribution Report Details screen. If the option was chosen to file

both contribution and wage reports, this screen will prepopulate with information

reported on the wage details screen of your wage report. If there are no wage

details reported you are asked to enter the total gross wages and total taxable

wages for the quarter. You are also asked to provide the number of employees

you have for the week of the 12 th of the month for each month in the quarter for

which you are reporting.

Click ‘Next’ to advance to the certification screen where you will be asked to

certify your reports are accurate. Once certified, you will see the confirmation

screen and be able to print your confirmation page. If you have not yet filed your

wage report there is a ‘File Wage’ button on the confirmation page you can use

to move to that section of Uplink and complete that report.


Taxable wages must be <= to the annual base wage amount.


This is the certification screen you will see if you have filed your quarterly wage

report and contribution reports in the same process. You must click in the check

box at the top left of the page to certify your information is correct and then click

on the ‘Submit Report’ button.

You are encouraged to print your report by clicking the ‘Print’ button on the right

side of the Report Summary information bar.


Changes to your reports can be made prior to certification by clicking the ‘Edit’

button on the left of each section’s information bar.


When selecting the Make a Payment menu item this is the first screen you will

see. You must choose the liability type for which you wish to make a payment.

Selection choices are Contribution Report filed today, Prior Liability, and IWT

Liability.


If you are selecting to make a payment for a contribution report you have just

completed, you must select the quarter and year of the report.


After selecting your liability type this screen will provide you with payment details

and show the total amount currently due. You can choose to pay by electronic

check, payment voucher, or credit card.


This screen will provide you with your tax rate and the total amount due.


If you choose to pay via credit card this screen allows you to enter your credit

card information. Mandatory fields are indicated by the orange asterisk.

You may select from MasterCard, Visa, Discover, and American Express. The

security code is a 3 or 4 digit number found under the signature line on the back

of the card.

You can schedule a payment for a specific date by using the calendar icon or

entering the date.

You can save your credit card information by clicking in the check box at the

lower left of the screen. This information must be saved each time you make a

payment.


A credit card fee of 2.5% (minimum $1.00) of the total payment amount is

charged by the payment processor as a convenience fee.


When selecting eCheck as your method of payment you will advance to this

screen where you are able to enter your bank account information.

There is a small convenience fee charged by the payment processor for using

eCheck.

Clicking ‘Next’ will advance you to a screen where you will be asked to authorize

your check payment. You will then be linked to the confirmation screen.


Click the ‘Save Bank Account Information’ box for it to be readily available for

your next payment.


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On this screen you are asked to authorize the payment by clicking in the check

box at the top of the pane and then pressing the ‘Submit Payment’ button.

Clicking the ‘Cancel’ button will allow you to clear your payment.

You can ‘Edit’ your entries, or ‘Print’ the page from this screen.


The submit payment button should only be clicked one time to avoid making

duplicate payments.


This is the check payment confirmation screen. You are given a confirmation

number which is listed in the paragraph at the top of the pane. Also listed is the

account information, payment information, and the processed date and time.

You should print a copy of this page for your records using the ‘Print’ button at

the top right of the screen.


Click ‘Home’ to return to the employer summary home page.


This is the screen you will use if choosing to make a payment on your account

using the payment coupon option. You will be able to fill in the payment amount

in the box under the Payment Coupon information bar, print off the payment

coupon, and mail it in with your check. The ‘Print Coupon’ button at the bottom

of the screen will allow you access to the following popup screen.


Make sure your popup blocker is disabled prior to clicking on the ‘Print’ button.


This popup screen is what you will see after clicking the ‘Print Coupon’ button on

the Payment Coupon screen. To print the coupon you must click on the ‘Print

Coupon’ button on this screen which will open the print dialogue box on your PC.

You can then choose to send the coupon to your printer.


Include the coupon with your check for mailing but do not staple.


Employer Summary/ Home Page

The Employer Summary screen is the home page for the Uplink Employer Self

Service system and is where you will begin after logging into the system. This

screen provides a summary of important activity on your account. You can

access this page by clicking on the ‘Home’ menu item on the navigation bar from

any screen.

Smart Links to additional account information are available in this pane also. The

Smart Links will notify you of any reports that are due or past due and will link

you to the appropriate screens to enable you to take action.


Once on this screen you can use the navigation pane to move to other items in

the employer summary topic list.


Registering as an Agent

If you are registering as an agent, as you indicated on the new user screen, this

is the screen you will see. You are asked to provide your user account

information here. Don’t forget to check the ‘Accept the User Agreement’ box

before clicking on the ‘Next’ button.

Both employers and agents can register in Uplink. This screen and the following

page will provide information for those registering as an agent.

After completing this screen you will return to the logon screen where you can

logon and complete your registration process.


You are encouraged to print all confirmation pages for your records.


To be a registered Agent with DWD, you must provide contact information

including your email address.

Upon completion of the agent registration process you will see a confirmation

screen indicating you have successfully registered as an agent with the Indiana

Department of Workforce Development.


Registering as an agent allows your name to be included on the list employers

access to select an agent.


This is the User Maintenance screen. You can select this topic on the left

navigation bar. This screen will allow you to edit, add or delete internal account

users; edit, add or delete external account authorizations (agents); and change

your password.

Click the check box to remove an internal or external user and then click the

‘Delete’ button. You may also change your entries by selecting the ‘Edit’ button

at the end of each user information row.


The Help system contains a glossary of frequently used terms common to

unemployment insurance.

Self Service Screens - IN.gov · 2020. 6. 1. · ready to register as a new employer. On this screen you will need to enter your FEIN (Federal Employer Identification Number) to begin

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